Investment Counsellor Dubai

Job Description

As a member of the Local Investment Advisory team, you will be responsible for advising clients and prospects on investment solutions, partnering with Private Banking Client Relationship Officers (CRO) to offer appropriate discretionary and advisory investment solutions, and enhancing client relationships and profitability.

Main responsibilities

• Working directly with clients and partnering with Client Relationship Officers, being accountable for assessing investment needs based on risk profile, developing a comprehensive investment strategy, coordinating sales and execution against that strategy, and monitoring performance and appropriateness of the client’s overall investment portfolio.
• Create tailor‑made investment proposals across different markets with appropriate products and services, adjusting portfolios to client’s risk appetite, needs, and market conditions.
• Observe and analyse financial markets to mon...